Quotes
Quotes Clinic Manager includes the ability to quickly and easily create and print quotes that can be sent to prospective patients. The quote system can be accessed via the following menu: After clicking on the above menu option, the following screen will appear: The above example is blank as no quotes have been created yet. […]
Pharmacy Price Update
Pharmacy Price Update In order to ensure that stock items have the correct prices loaded, a regular stock price update procedure needs to be performed. This is a quick and easy procedure that should be performed every day upon receipt of a price update file that is e-mailed daily by iQest. Please note that in […]
Patient Confirmation
Patient Confirmation Clinic Manager provides a complete case management browse (referred to as Patient Confirmation) that allows for patient authorisation details to be captured, and updates/requests to be sent to medical aids. The Patient Confirmation browse displays the relevant patient details a case manager may need for ease of reference. In order to access the […]
Level of Care
Level Of Care Medical aids are starting to check the ward rates that have billed on an account against the level of care that has been authorised. In an effort to prevent claims from being rejected, Clinic Manager now checks all ward rates billed to an account against the level of care that has been […]
Discharging a Patient
Patient Discharge A patient can be discharged by following the below instructions: Click on Patient Click on Patient Administration Click on Patient Transactions Click on Bed Transactions Click on Discharge Patient The user can select the relevant patient from the list that appears. The next screen will ask the user for the date of the […]
Billing Tariffs and Stock
Billing Tariffs and Stock In order to bill both tariff and stock items in Clinic Manager, the first thing you will have to do is navigate to the Tariff and Stock Billing window. You can do that by following these steps: Click on the Patient menu (at the top of Clinic Manager) Click on Patient […]
Day End Procedure
Day End Procedure A day end must be run on the system every day. The running of day ends is crucial for three reasons: A day is billed automatically for all bedded patients when a day end is run. A back-up is performed, ensuring all work done up to that point is saved. Any changes […]
Capturing a Payment
Capturing a Payment In order to capture a payment in Clinic Manager, the following steps must be followed: Click on the Patient menu at the top of the Clinic Manager screen Click on the Patient Administration menu option Click on the Patient Transactions menu option Click on the Payment Transactions menu option Click on Single […]
Cancelling Tariff and Stock Billing
Cancelling Tariff and Stock Billing There is no way to change a tariff or stock item that has been billed. Instead, the tariff/stock must first be cancelled and then the correct tariff/stock re-billed to the account. In order to cancel a tariff or stock item that has been billed to an account, follow these simple steps: […]
Batch Payments
Batch Payments Clinic Manager includes the ability to quickly and easily automatically import batch payments from medical aids to accounts, eliminating the need to capture payments manually. The batch payment screen can be accessed via the following menu: After clicking on the above menu option, the following screen will appear: The above example shows three […]